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S&OP / Demand Planning — Forecast Accuracy (how to use)

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Forecast Accuracy

Module: S&OP / Demand Planning

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu S&OP / Demand Planning.
  3. Click Forecast Accuracy.
  4. Direct route (for admins): admin/demand_planning/demand_planning_reports/accuracy

What this screen is for

Analytical and operational reports for this module.

How to use — step by step

  1. Choose report type and parameters (dates, warehouse, status).
  2. Generate preview on screen.
  3. Export or schedule if the module supports email/cron reports.
  4. Share with stakeholders and archive exports.

Common buttons & actions

  • Generate
  • Export
  • Print

Required permissions

Staff need the dp_reports feature with: view, export.

Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.

Before you start

  • Make sure your role can view this screen (and create/edit if you will change data).
  • Complete module Settings and any required master data first.
  • If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.

What good looks like

After you finish on Forecast Accuracy, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.

Tips & best practices

  • Use clear codes/names so teammates can search later.
  • Prefer filters (status, date, warehouse, assignee) before exporting large lists.
  • Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
  • When stuck, compare a working sample record field-by-field with the one that fails.

Troubleshooting this screen

  • Blank page / access denied — permission missing or session expired; re-login and check Roles.
  • Cannot save — required field empty, invalid date, or master record not selected.
  • Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
  • Button missing — your role lacks create/edit/approve/export for this feature.

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